-50.3%
CCI vs LPLA
+145.5%
-195.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -0.3% | -1.5% | +1.3% | -0.3% |
| 30D | +2.1% | -6.0% | +8.1% | +2.1% |
| 3M | -17.8% | +21.4% | -39.2% | -17.9% |
| 6M | -14.2% | +12.1% | -26.3% | -14.2% |
| YTD | -13.3% | -1.8% | -11.5% | -13.3% |
| 1Y | -16.6% | +3.2% | -19.8% | -16.5% |
| 3Y | -10.8% | +45.9% | -56.8% | -11.5% |
| 5Y | -50.3% | +144.7% | -195.0% | -52.0% |
| All | -50.3% | +145.5% | -195.9% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling